Skip to main content

About your Search

20130128
20130128
STATION
CNBC 10
LANGUAGE
English 10
Search Results 0 to 9 of about 10
CNBC
Jan 28, 2013 1:00pm EST
loves tech. >> all right, thanks so much, mark. ty, over to you. >> thank you, sue. cnbc.com's john carnie joins us with an exclusive interview with nassim taleb. he likes to call himself the ghost of talos. do you not like to call yourself that? >> that was not me. someone else started that. >> well anyhow, you are no fan of davos. >> let's get to that in a minute. but first, the thesis of anti-fragile. which is not only that you need to be less vulnerable it risk randomness, hiccups in the world, but you need to position yourself, your portfolio, so that you take advantage of that. is that a fair -- is that a fair -- if i got one thing right today, is that fair? >> perfect. you cannot use randomness and disorder and volatility as fuel. you won't make it. >> so how do you do that in today's cop tecntext as an inve? >> first of all, you have -- from being exposed to down side. you need to have a large segment of your portfolio immune from market movement. whatever that is. not cash, inflation hedge cash. or 20%, or whatever you're willing to risk, high number of diversified extremel
CNBC
Jan 28, 2013 3:00pm EST
. are investors moving away from plays? >> joining us john from cgfi group and rick santelli. rick, i'll go to you first. we're talk about moving treasuries. is 2% enough to push people in mass into equities? >> you know, i don't think so. i think the percentages are much higher, but it is a start. and keep in mind global inflows to equities global was about $55 billion. that was a record for january. if you look at global inflow of bond funds and bond etfs, it was a whisker under $30 billion. so there's still money going in, but not as much. and of course the anxiety of potentially healthy global economy is always going to give traders an excuse to try to sell what is close to some historically low levels of yield, high levels of price. >> yeah. and when you look at equities you see this huge move in the markets. are we taking a bit of a breather? jordan, how do you see it? >> i think it's been constrained. uncertain election and fiscal cliff. and all of a sudden people are starting to pay attention to the fact there are -- inflation's low. i think the market starts to run, forest run. >> not a l
CNBC
Jan 28, 2013 2:00pm EST
to a stock? a stock like apple. managing directly jeffreys and john abel, reuters media file column nest. peter, do you believe in apple fatigue? >> no, we don't. we think that the real issue here is that apple is going through an earnings transition and we have the maturing of the market and with new models the stock will become more active and could see a lost activity, in fact. >> does that shoot them in the foot, john? the fact that they come out with new product, which in many cases are incremental as opposed to ground breaking. we have just come out with iphone 5 an now we are talking about iphone 6 and people are holding off. >> we have had about a year of consolidation here with product, iphone 5, ipad mini, which is catch-up. i don't know if smart investors look at that and say, i'm bored. i thought the issue last year was, cashing in on a terrific run-up on the stock. i really don't know. margins may be under pressure because they are can balancizing themselves and tim cook says that fine. because if someone has to do it, we will do it. and berkshire hathaway is up 10. take tha
CNBC
Jan 28, 2013 6:00pm EST
. back on january 18th, john in virginia talked about mmr. it seemed interesting, it's a real estate investment trust that owns industrial properties. high-quality tenants including anheuser-bus anheuser-busch, fedex, kellogg's, sherwin williams. it's a fairly good list of stable clients. here's something we didn't like. over 40% of monmouth's square footage goes to fedex and subsidiaries. but you know what? that's a major league high concentration for one customer. monmouth has a juicy 4.5% yield. i don't want to own any investment trust so dependent on a single client. if you want a similar yield, go for hta, sports 5.5% yield and much more defensive business model. next up, last wednesday, larry from oregon raised a lot of interesting points regarding federal mogul, fdml for your home gamers. i said i just remembered it being a troubled auto part company. federal mogul corporation is a maker of power train and safety technologies, brake friction, chassis, wipers, and other vehicle components. supplies everybody from automakers to rail vehicles as well as the aerospace market. righ
CNBC
Jan 27, 2013 7:30pm EST
in to super bowl live, delivered by papa john's, for the next three hours. i have super bowl champions to my left, darren sharper, and heath evans. the 49ers at last check are in the air. they are about 20 minutes away from landing in new orleans. when they do land -- >> where does that put them, over arkansas? >> roughly arkansas. we should get a flight map up there. >> we're not known for geography. when they get to louisiana, they'll be landing in new orleans. we'll take you the niners press conferences as they get the hotel. we'll show you the niners walking down the jetway down to the tarmac. we'll bring you everything from the 49ers' arrival as he head on to new orleans. they beat the two seed, they beat the one seed to get to new orleans. here they are, the san francisco 49ers, looking for their sixth super bowl. and they packed up early today, in santa clara, california, headed to the airport to san jose to get on that plane and to fly down to new orleans for the tenth super bowl that that city will host. tied with miami now for the most all-time. there they are, guys, getting up the
CNBC
Jan 27, 2013 11:00pm EST
caterpillar products; we're not going to take in john deere products; we're not going to take in g.e. products"? >> the only trade war that's going on is being waged on us. and when you don't hold people accountable for playing by the rules they agreed to, that have access to your market, you're basically saying anything goes. that's garbage. that's baloney. and the american people won't stand for it. >> the "buy american" provision in the 2009 economic stimulus package requires the use of american-made steel unless that violates u.s. trade agreements. so steel from canada and europe can be used, but steel from major competitors china and russia is locked out. coming up, the new breed of american worker. >> some of them are the greatest generation. they're more hardworking. they have these tools to get things done. they're enormously clever and resourceful. some of the others are absolutely incorrigible. it's their way or the highway. the rest of us are old, redundant, should be retired. how dare we come in? anyone over 30 not only can't be trusted, can't be counted upon to be sort of coherent
CNBC
Jan 28, 2013 6:00am EST
't been. >> you said one guy spent $1.35 million getting ready for the party and he flew john legend in who watches ow "squawk box." >> john wedging was, by the way, remarkable. did you know he used to work at bcg? >> no. >> yeah. a wall street consultant who turns into a musician. so, anyway -- >> a long time ago. >> and all the hookers that you spoke to were also cnbc viewers or something? >> no, they were not. they were -- yes, they were cnbc viewers. >> you're sure? how did you know? what is -- i don't see how this whole thing played out and where you got -- >> it's a much longer story that probably needs to be explained not at the top of the show. >> were you embarrassed when they said -- and you said, oh, i'm so sorry? all right. go ahead. >> he is right but but there's optimism -- >> i'm married with chirp. >> that's the whole point. that's why i don't even understand how this happened. >> like he was talking about, all this optimism is fueling what's happening in the markets. by the way, this is the best pace for january that we've seen in 24 years. you have to go back to 198
CNBC
Jan 28, 2013 4:00pm EST
in come march 1st. john harwood now with the story. >> maria, republicans gave up one hammer to force negotiations on spending cuts when they agreed to raise the debt limit. now they're wielding another with paul ryan saying on "meet the press" yesterday that republicans are willing to let the spending cuts take effect without any other cuts. >> so where are we right now? i think the sequester is going to happen because that $1.2 trillion in spending cuts we can't lose. don't forget one other thing. we think these sequesters will happen because the democrats have opposed. they offered no alternatives. >> democrats in the white house say they do want other cuts. they want to engage in negotiations with the white house. in fact, jay carney the white house press secretary said today we all agree these cuts will never take effect. we need to identify alternatives. >> these kinds of across the board cuts to both defense and non-defense spending are not supported by virtually anyone in washington. and certainly not the president. and to judge by their many statements along these lines not r
CNBC
Jan 28, 2013 5:00pm EST
to john forn fortt wit latest. >> hey, melissa. a couple of things before the conference call that could have had a dampening effect. one is guidance in the slides they are providing along with their call. they give a guidance range of 1.07 to $1.1 billion in revenue for q-1. the street was expecting $1.12 billion. for the full year, $4.5 to $6.5 billion in revenue. the street wanted just under $4.6. so, they are guiding to a midpoint below what the street wanted there. and in the current quarter, other revenue, which includes listing feels, royalties fees, that sort of thing, was a bigger percentage of revenue than usual. about 23% in q-4. it's normally 19% or 20%. i expect there might be questions about how big of an impact that had on them slightly beating revenue in q-4. >> is that going to be the biggest issue on the conference call or something else you're looking for? >> i don't know if it will be the biggest issue. they haven't been giving guidance recently. there will be questions about what, about the environment, leads them to these particular numbers. also question about stre
CNBC
Jan 28, 2013 9:00am EST
mentioned john passed away -- >> my good buddy. >> he was a sharp guy. the past two weeks, year oe year-over-year wages dropped 2.3%, it's realtime guessed i'm gue guessing a with holding information mr. lissio used to use. is that sample too small to draw any conclusionings. >> it's an increase of 4%. we will see a huge increase in gdp and after tax income in the fourth quarter mainly december, at least 100, 120 billion of extra income from 2013 recognized in december to beat the higher tax brackets, capital gains increase. so, in other words, the economy now feels like 20% increase in take home pay has been given to the economy. it feels good. the problem with that, that income was going to be recognized this year, no longer here to be recognized. we're seeing a slowdown in income as we come forward. the best theater on tv to me wasn't to social inept types, but the fact that some of your -- the guests this morning, from companies were being like, do you see an increase in the economy? are things growing or things better? they're selling stock in aggregate, not buying stock anymore. t
Search Results 0 to 9 of about 10